betty ford welcomed them and did a keynote speech. i am going to take the liberty of quoting because unfortunately the keynote speeches were not filmed. all we have are the written remarks from the keynote speakers. betty ford clearly stated the conference's goal. today we started a new, and i hope, a continuing project. we set out to look at what the role of a first lady has been, and what direction that role will take for the future. we are the first formed group effort to bring definition to a job that has no job description but has been shaped by tradition and individual preferences. i hope we will focus on future attention on what this might be one of the most demanding jobs in the federal government accepting perhaps the job of the first lady's husband. [ laughter ] keynote address for which she received a standing ovation. i communicated with him on all of this. he starts by saying, this conference is particularly timely because the growing scholarly interests in first ladies. after two long and no little mystery students of th

gold could handle doing the keynote speech. well, dr.old was very imminent at the university of texas. he did 500 lecture classes with 500 people all of the time. i actually had him for a lecture class and so we assured him that, yes, he could be the keynote speaker. so the conference was planned, and he was designated the keynote speaker. betty ford invited all of the living first dies, rosalynn carter and lady bird johnson accepted lady bird johnson had to back out because she had bronchitis. so the two who convene the conference were rosalynn and betty ford the four sessions would concentrate on the first ladies in leadership, the first ladies' role in the media life in the white house and growing up in the white house. to give the full dimensions of being first lady. in addition to betty ford and rosalynn carter, the panelists included mrs. johnson's press secretary liz carpenter, marilyn hoyt, mrs. carter's press secretary and diane sawyer co-host of cbs morning news and linda johnston robin, susan ford vance and alan seagraves who

gore could handle doing the keynote speech. well, dr. gold was very eminent at the university texas. he did 500 lecture classes with 500 people lot of the time i actually had him for a lecture class. and so we assured him that, yes, could be the keynote speaker. speaker. so the conference was planned and he was designated the keynote speaker, betty ford invited the living first ladies rustling rosalynn carter and bird johnson accepted bird johnson had to back because she had bronchitis. so the two who convened e conference were rosalynn and betty ford the four sessions would concentrate on first lady's role and leadership. the first lady, some media, family life in the white house and growing up in the white to give the full dimensions of being first lady. in addition, betty ford and rosalynn carter the included mrs. johnson press secretary liz carpenter, mary hoyt, mrs. carter press secretary, and diane sawyer, co-host of cbs morning news and two panels with lucy turbin, linda chance and robin sisson ford, vance and allen si grace who w

, he had this q&a and yesterday he had the keynote. analysts were very bullish in reaction to the keynote. one of the -- there were a couple of areas, the robot, which, who knows how commercial that can actually be. and the gpus for the laptop. i was wondering for the laptop, that didn't seem like it should be a growth area, i mean, who wants to be in the pc market at this point unless it's a corporate pc. >> well, i guess the argument he would make is they're creating these personal super computers, so that researchers, students can do everything, you know, in an office, in a research facility or a university, for the actual laptops, he did -- and this was an interesting line, he said, i'm going to have to wait to tell you when he was asked if he was going to be entering or expanding within the pc market. so, that leads me to believe that maybe he is going to announce something at gtc in march, or in taiwan. it is a market that won't move the needle for them that much, considering data centers contributes 88% of total revenues, gaming

coming up, it kicks off in las vegas today with a keynote speech from nvidia.e will have the latest on what to expect. disney and fubo agreed to combine online businesses creating the second-biggest digital pay-tv provider sending fubo shares soaring. details on tiktok later this hour. we have breaking news regarding the federal reserve. michael barr will be stepping down as fed vice chair for supervision, a key move. we want to bring in michael mckee. that could be a distraction. a new administration means a new change in leadership at the fed? michael: the incoming trump administration will be less so. michael barr is stepping down february 28 and serve until his successor comes. caroline: prime minister justin trudeau speaking in ottawa. let's listen in. prime minister trudeau: to strengthen the middle class, to advance reconciliation, to defend free trade on this continent, to stand strong with ukraine and our democracy, and to fight climate change and get our economy ready for the future. we are at a critical moment in the world. [speaking french] [speakin

keynote. ♪ ♪ [inaudible conversations] liz: perfect.and ceo jensen huang. [cheers and applause] liz: it was like an elton john concert. [laughter] 10,000-seat arena was filled. i mean, people, as you saw, were in line because he's talking so much about a.i. for just about everything. and that brings us to phones, okay? they don't talk about phones at nvidia, but they certainly do at qualcomm. first on fox business, qualcomm's ceo, cristiano amon, great to have you here to. >> happy to talk to you. liz: it's hard to not see a company that qualcomm has report in partnered with. -- has partnered with. what is the big message for you at ces? >> we've been entering the -- space, and one of the things we're doing, we're announcing the x chip is the now enabled a.i. in the $600 range. ki for everybody -- a.i. for everybody, continuous attraction. we have a number of partners announcing their laptop it is, so that's a big thing for us. and a lot of excitement i think we've brought with a.i. pc but also automotive. continue to see traction. i th

nvidia ceo jensen huang is delivering his keynote address probably the most important address at ces ces this year. let's bring in our technology correspondent lily jamali for more. what stood out from huang's speech? hausmann is the rtx 5000 series, new family of chips that use technology to create images that look like something out of a movie. the other thing that stood out was that he was almost making a pitch for al at the top of the keynote. as much hype and excitement as there is around ai, there is still this need to explain the case. what else is getting _ need to explain the case. what else is getting buzz _ need to explain the case. what else is getting buzz at - need to explain the case. what else is getting buzz at ces? - need to explain the case. what else is getting buzz at ces? a i else is getting buzz at ces? little bit of something for everybody here. choose your poison. health, age, all sorts of products with autonomous driving, tv screens bigger and better. i tested a couple of products myself. i played with a little robot dog which is a lot of fun. there is a str

overall, keynote a driver setting the tone for a.i. in general and tomorrow the analysts q&a in the afternoon where we get some, if any,ful updates. helping to drive the stock. >> has been a stock-moving event. right? not just on the monday he delivers the address either. you've seen it on the tuesday and the wednesday following and this comes at a time where the stock seems to need a jump? >> precisely. that's why i put emphasis on tomorrow. sure analysts community will ask for specific questions about blackwell. my assumption that in the keynote focus more on gaming, maybe spectrum x, ethernet cables. very important to bring all of those gbu clusters together. all the information the world wants, investors want, how will they move forward and get that continuous source of revenue and stay one to two years in advance of any other compoter out there? the questions. china restrictions too. the were e they'll get from analysts tomorrow afternoon and where you should start to see movement in the stock. depending what sentence he happens t

is a big focus this year, and we have a couple of important keynotes perhaps to hear from. >> we do,ne very exciting one to kick it off, but let me just first say in recent years, ces has lost a little bit of its shine, whether that was because of covid, gimmicky updates where the groundbreaking innovations that characterized the early days but this year there is an opportunity to revise it in the age of a.i. and the elements are already there, they need to capitalize it. jensen huang is expected to get an upgrade announcement, they are up nearly 7% over the last session and a half and of that keynote, for the industry at large, the stakes are high, the pressure is on, last year's high-profile a.i. release was devices from rabbit, remember that name, ultimately they flopped, but shipments dipped last year and lackluster growth expected for this year. adding to urgency, the digestion phase where the focus has moved from raw innovation to integration, optimization and scaling, investors are becoming increasingly weary of those ballooning costs, especially tied to bigger and better mode

reviewing at the court of freedom a military parade of which the defense program is the keynote. was one good that. ahead for uncertain years years. well president roosevelt the colossal task of arming and protecting this nation without sacrificing its democratic heritage. and ending with airplanes, ships and, guns. other democracies now struggling to banish oppression and safeguard the rights of free men throughout. the world. rim units, the regular army demonstrate the nation and to the world that america's defense has begun. and. with.

reviewing at the court of freedom a military parade of which the defense program is the keynote. was one good that. ahead for uncertain years years. well president roosevelt the colossal task of arming and protecting this nation without sacrificing its democratic heritage. and ending with airplanes, ships and, guns. other democracies now struggling to banish oppression and safeguard the rights of free men throughout. the world. rim units, the regular army demonstrate the nation and to the world that america's defense has begun. and. with. involvement in creating project 2025, a document outlining policy recommendations for a second trump term. >> the hearing to consider the nomination of russell vought to be director of the office of management and budget will come to order. since taking office four years ago president biden has added a $.4 trillion to our national debt. to be fair, the trump administration added 7.8 shown in dollars to the national debt. this is truly a bipartisan problem. to put the face of our government spending in perspective for the last eight years our gov

reviewing troops at the court of freedom, a military parade of which the defense program is the keynotest point cadets. >> ahead, four grim uncertain years. for president roosevelt, the colossal task of arming and protecting this nation without sacrificing its democratic heritage. and aiding with airplanes, ships, and guns, other democracies now struggling to banish oppression and safeguard the rights of freemen throughout the world. ♪ grim units of the regular army demonstrate to the nation and to the world that america's defense has begun. ♪ announcer: c-span now is a free mobile app featuring your unfiltered view of what is happening in washington, live and on-demand, keep up with the day's biggest events with live streams of floor proceedings and hearings from the u.s. congress, white house events, the court, campaigns and more from the world of politics, all at your fingertips. you can stay current with the latest episodes of washington journal and find scheduling information for c-span's tv networks and c-span radio, plus a variety of compelling podcasts. c-span now is available a

reviewing at the court of freedom a military parade of which the defense program is the keynote. was one good that. ahead for uncertain years years. well president roosevelt the colossal task of arming and protecting this nation without sacrificing its democratic heritage. and ending with airplanes, ships and, guns. other democracies now struggling to banish oppression and safeguard the rights of free men throughout. the world. rim units, the regular army demonstrate the nation and to the world that america's defense has begun. and. with.

there is tonight's keynote conversation. >> it's a catastrophic fire.acific palisades. my home is safe. i live in a canyon directly next to this catastrophe. the canyon i live in the today is intact. it has been spared. but, the community of pacific palisades has been decimated. >> you posted on social media, please post facts. >> because what happens. here we are in a society, the information, technical, digital society, and yet you get are these harrowing images of hillsides on fire and a lot of innuendo. a lot of rumors. a lot of this and that is burning. what i could not find were facts. >> the time of you posting that is interesting because mark zuckerberg who runs facebook, instagram, meta announced they're going to get rid to their fact-checking business, efforts. how concerned are you that we are already struggling to find facts, and of those guardrails on the things we love, you love social media, i love social media. >> i don't love it. i use it solely for a purpose and that is to self something. my secret is you do not read any comments, ever

ces keynote at las vegas sphere and put on by delta.re and really up at exterior of gigantic event space and a parade of partnerships and ceos. >> security is tight here just to get into the sphere. going f from delta going for three. >> this is delta. and for 100 years and 100 more, we'll never stop climbing. and how we got beyond the crop dusting in georgia and bank account longest running airline. delta ceo ed bastian. >> across your experience and gen ai powered personal experience and participate your needs and provide realtime guidance and deliver tailored recommendations we're announcing today an exclusive partnership with a company that knows content better than anyone else. you guessed it, youtube. ladies and gentlemen, please welcome to the stage seven time super bowl winner tom brady. >> dara. >> we have this and anything is possible. this is the beginning of a new era of travel so as we take off into the next century, fasten your seatbelts, you are best is yet to come. liz: so many names announcing partnerships with delta an

jensen hard of haung set to make keynote speech.ounder and ceo of robo lab is here with a fox business exclusive to share his view of america's robotics future. we're coming right back. maya knows how quality care can bring out a smile. but it's been a few dog years since she was able to enjoy a smile of her own. good thing aspen dental offers affordable, complete care all in one place. and new patients without insurance get 29 dollar exams and xrays. plus 20% off treatment plans for everyone. loving our patients unconditionally. it's one more way aspen dental is in your corner. (man) what if all i do for my type 2 diabetes isn't enough? or what if... (vo) once-weekly mounjaro could help? mounjaro helps your body regulate blood sugar. and can help you eat less food. plus 3 out of 4 people reached an a1c of less than 7%. and people lost up to 25 pounds. don't take mounjaro if you're allergic to it, or if you or someone in your family had medullary thyroid cancer or multiple endocrine neoplasia syndrome type 2. stop and call your doct

therefore the keynote was very much geared towards that but i still think it was an inflection pointine hardware and software data to remain in an essential a.i. platform to layer on more than chips. i myself think this stock has run up so far. how much more earnings potential does it actually have, and i'm looking for something beyond chips, and that was my takeaway, was there is more beyond chips. there's another layer to make an a.i. enterprise solution reinforcing the ecosystem. taylor: a lot of people are wondering more broadly speaking about the future of mag7 especially in this great environment. you have a great chart for us and channeling my in r charles with may charts today. showing that the mag7 i believe you say can keep up with the broader market, even with higher yields. our previous guests seem to disagree with that. what do you think? >> yeah, so i did listen to that. broader tech i agree with her as in yes, that is normally a little bit difficult. that started early when we were in a restrictive environment mainly because of what happened with the dollar but as we g

here's tonight's keynote conversation. >> it is a catastrophic fire.isades. my home is safe. i live in a canyon. directly next to this catastrophe. the canyon i live in, today, is intact. and has been spared. but the community, the pacific alice aids has been decimated. >> you posted on social media please post facts. >> well, because what happens, here we are in a society, it is the information, technical, digital society. and yet all you get are these harrowing images of hillsides on fire, and a lot of innuendo, a lot of rumors, a lot of this is burning, that is burning. what i could not find were facts. >> the timing of you even posting that is interesting, because mark zuckerberg, who runs facebook, instagram, meta, announced that they are actually going to get rid of their fact checking business, their efforts. how concerned are you that we are in this timer we are already struggling to find facts , now those guardrails on the things we love, you love social media. i love social media. >> i don't love it. i use it. >> sorry, you use it. >> i use i

the keynote will be a driver for the stock. tomorrow's q&a with investors will be a big one, because that's when they're really going to get the questions about financial targets, if they get any updates on that, and china restrictions, et cetera. >> yeah, the investor call tomorrow seems interesting, to really allow the followup to this potentially momentum-building event. >> and it's on nvidia's website, everyone will have access to it. and that's a big driver. and the cfo will be speaking tomorrow, too, at an event. so, there's a lot that could move this stock. >> all right. kristina, good to see you, thank you. >> thank you. >> kristina partsinevelos. >> great having her here. starting the year off -- i haven't seen you in awhile. >> long time. happy new year. >> you know i hate that. >> you have it for another day or two. >> jensen, he does an amazing job, saying what the market wants to hear and i guess it's about 4 1/2 hours from now, 6:30 pacific time is when he speaks. obviously learn a lot more. so, i'm not concerned

to open up the 17th nuclear deterrent summit i'm honored to interest our keynote speaker. she serves as the acting administrator for the national nuclear security administration. an assistant principal deputy administrator for operations where she serves as the primary point of contact for nasa headquarters, field offices, and our partners pretty extensive background in nuclear science and she's dedicated to ensuring safety,, security and effectiveness for the nation's new suit arsenal. her leadership has been pivotal in advancing nuclear nonproliferation efforts. securing nuclear material and maintaining the readiness of the united states nuclear deterrent. her expertise and commitment to national security have fostered strong collaborations with international partners while maintaining global nuclear security. her vision and her strategic initiativesin continue to drive the nasa mission to protect the nation and promote global stability. she has over two decades of experience in nuclear facility operations, engineering, safety analysis, maintenance and risk analysis with

nvidia ceo jensen huang is delivering his keynote address probably the most important address at ces this year. we did see the rtx 50 series debut. they are much more powerful but we see better and better chips every year at ces. what was really imprtessive to me was that the prices are going down. jensen huang just announced that you're going to be able to get an ai pc starting at $1300. there are about 200 million pcs shipped every year. this is the next phase of growth for them. the price point is correct so i think there's correctly a lot of enthusiasm by the investor community and the tech community in nvidia right now. nvidia has been showing great strength over the last year or so as ai has gathered pace and that shows no sign of slowing down? it doesn't but companies like openai are losing billions of dollars a year and so how to monetise ai will creep into the narrative. if the hyperscale data centre companies cannot make money on it, they will not be buying these chips. that's really the next challenge. there's an incoming trump administration into the white house in just a

we see it in the after hours trading after the keynote.a didn't jump a ton, but when you think about it and you open at an all-time high, how much more do people want to load in? the reality is to some extent, the market re-digested this. things that are incrementally good, will be less market moving for the broader market. i certainly think that, you know, the taiwan semiconductor asml is in a different position than microsoft mainly riding the a.i. trade on what i would think of as v-1 a.i. the chat bots and things consumers are accessing versus robot you cans and self-driving cars. it is not across the board and up to the right. >> sarah, this is good for nvidia and the a.i. trade. marvell and broadcom have gained since the election. is this potentially bad for them? will we see more flows back from nvidia and back to the other chip names in your ind? >> these aren't new companies. i would guess that broadcom is going to have a good run. i guess marvell is going to have a good run as long as fundamentals continue to be good. i suspect t

>> we did the keynote speech yesterday and our message was all about the future.pany, we are making big investments in north america but supply chain is also a critical part of our business and the area we are trying to make a contribution for a more efficient, smart supply chain solution, so we bought a company coming out with an end to end visibility capability they can customize to work with you, so we are excited about that announcement. ed: how difficult was that to get done? the story of 2024 was companies going out and having to acquire capabilities and grow them. you went one way. >> we started working with them a couple years ago and we are excited about our ability and investment that we made and their capability to solve the problem of the supply chain resilience and safety and we will be forthcoming with a newer technology and we are excited about that. it is a subsidiary of panasonic and they are north america based and it is a great announcement for us. ed: you said supply chain resilience and investing in america. i post on social media every year t

future developments in al, the high priest of ai and i think some clues, useful clues have found his keynoteces and in vegas earlier, i they talk about two broad themes, one was physical ai and themes, one was physical ai and the other was a gen z ki and you hear a lot more about both. physically, as it suggests, it means humanoids but i think that the big dealfor me is self—driving cars and this will be an inflection point for autonomous driving. as a look back on my experience, as a consumer, the last time i had a huge moment while using a piece of technology was back in 2007 with the iphone. and i had that similar epiphany when i took my first ride a couple of months ago in san francisco and if you look at what's happening with them, it's remarkable. this statistics are when you look at mark richardson terms of that, why chair, it breaks down to gooburrum, 50% and 25% for left and the rest which is quite remarkable. to have been around long and you can only do short holes, the waiting times are more and it's more expensive. but people are latching on and i can tell you that i've never fel

the ceo is getting ready to deliver a big keynote tonight.positioning. >>> they got crushed last year but they did make some gains in some major names in that space. we'll talk about it. >>> u.s. steel, suing the government and cleveland over the blocked $14 billion merger. with some new reporting. squawk on the street will be right back. do not go anywhere. ♪ ♪ with so much great entertainment out there... wouldn't it be easier if you could find what you want, all in one place? my favorites. get xfinity streamsaver with netflix, apple tv+, and peacock included, for only $15 a month. >> welcome back to "squawk on the street". the a.i. trade back in full swing. 2025, and it's highest ever revenue for the fourth quarter on continued strong demand for a.i. surface, and it jumped by 50% to 65 billion dollars. it is boosting including nvidia trading above 150. and that would be a key hi from jensen huang in las vegas. we have details. good morning, christina. >> not including the big bump, nvidia was sideways for the last two months. but just keep

i'm sure they didn't watch the keynote or read the blogs. they are in it because of the momentum. is business as usual. i may not know everything he talked about, he assured you the new industrial revolution is alive and well and coming in a short time. in my eyes, the nvidia stock was brought down because there was too much hot money in the stock. these fellow travelers are your worst enemy if you are a shareholder. this had nothing to do with the specs. i thought it died a few years ago, but it's alive and well with a stock that has had this move over and over again. it stands out because the company has $3.4 trillion market capitalization. to some degree, this morning, at $153, it was priced for perfection. it closed at $140. last night, he actually gave us perfection. that's why nvidia opened up. other forces intervened and crushed the stock. we don't know what the employment number will look like friday. if it's at all soft, today's sellers will be kicking themselves. if you don't own it, you can think about buying some now. maybe nicely below its all-time high and buy more i

a reminder that we are keeping up to speed with the vans that ces, they are to deliver a keynote evente will keep ahead of that on business today. hello, i'm better with the catch up. tonight, the vpn, the golden globes and a chinese ice festival. tributes have been pouring in after was announced that james pouring in after was announced thatjames leigh williams, that james leigh williams, better thatjames leigh williams, better known as the vivian has died aged 32. the better known as the vivian has died aged 32— died aged 32. the vivian, my queen. is there _ died aged 32. the vivian, my queen. is there anything - died aged 32. the vivian, my i queen. is there anything you'd like to say? it’s queen. is there anything you'd like to say?— like to say? it's been absolutely _ like to say? it's been absolutely great, - like to say? it's been absolutely great, it'sj like to say? it's been - absolutely great, it's been tremendous, thank you. he said his heart is _ tremendous, thank you. he said his heart is broken. _ tremendous, thank you. he said his heart is broken. police - his heart is b

. >>> coming up on the show, nvidia ceo jensen huang uses his ces keynote speech to talk about oil sector we'll bring you the details after this break. (auctioneer) let's start the bidding at 5 million dollars. (man) robinhood gold members get a 3% ira match. while the wealthy hoard their perks, our retirement contributions are boosted by 3%. now with robinhood gold. what if your mobile network wasn't just built to work out here... ...but was designed differently to also give you blazing fast wifi where you are most of the time? reliable 5g, plus wifi speeds up to a gig where you need it most. xfinity mobile. xfinity internet customers, ask how to get a free 5g phone and a second unlimited line free for a year. >>> welcome back to the show. now, as we approach the end of the show, here are the four things to get out up to speed ahead of the open on wall street. on the economic front, we get international trade and jolts figures stateside. the fed president tom barkin is due to speak later today. on the corporate front, ulta ceo is retiring and will be replaced by the chief operating offic

show, tech investors gather in las vegas for the ces 2025 with eyes on nvidia ceo jensen huang's keynote'll bring you the details after this break. or more she can sell all or part of it to coventry for cash. even a term policy. even a term policy? even a term policy! find out if you're sitting on a goldmine. call coventry direct today at the number on your screen, or visit coventrydirect.com. z's bakery is looking to add a pizza oven, arissa's hair salon wants to expand their space, and steve's t-shirt shop wants to bring on more help. with the comcast business 5-year price lock guarantee, they can think more about possibilities for their business and not the cost of their internet. it's five years of gig-speeds and advanced security. all from the company with 99.9% network reliability. get the 5-year price lock guarantee, now back for a limited time. powering five years of savings. powering possibilities™. >>> welcome back to the show. as we approach the end of it, here are four things to get you up to speed ahead of the open on wall street. on the data front, we get u.s. services pmi

nvidia keynote speaker jensen quan at this keynote conference this week.investors hoping to hear. >> this is interesting every time jensen huang tates the stage he could see nothing but his presence alone excites people. they have expectations in terms of what they want to hear in order to move the stock. we want news about the blackwell chip, the key growth driver for the future of the company. we know that has been robust demand. as any supply constraints or have the manufacturing glitches iron themselves out in the full steam ahead. any news about the future growth for the company. >> if he makes any statement that maybe things are not quite the way we would like. watch out. >> round pins and needles but we will have to watch and see how it goes tonight. >> he is a powerful guy, check out microsoft. brad smith is the president. he is saying something about a.i. data centers. what is he saying. >> there going to spend 80 billion with a b on a.i. data centers by june of 2025 which is the end of the fiscal year. this is incredible we have come full circle

. >> you mentioned the stock making a u-turn, down about 5.5% on the heels of jensen huang's keynote. there were new products and tech in the gaming and robotic space, but some alysts argue there went enough information around they're upcoming platforms, and data centers are their biggest contributor of revenue, so people care. keep in mind, this drop does come after the stock closed at an all-time just yesterday, so it could be a reflection of profit taking post keynote. other companies that got a name drop, like micron and aurora are up 30%. shares, though, could rebound in the next 30 minutes or so. the ceo and cfo sat down for an analyst q&a. traders are hoping for more details about the blackwell shipments and data center growth heading into 2026. it's going to be all about sustainability. >> if nothing else, it shows you how high the bar now is, right? >> when you have this substantial double-digit growth we've had over the last little while, blowing out of the park with every single earnings report, of course, expectations are high. and now sustainability is a major concern. >>

but nvidia is rising and getting close to that all-time high ahead of jenson huang's keynote tonight. it's neck and neck with apple. >>> and he's out. canadian prime minister justin trudeau quitting as head of his party, as the global reckoning over elections continues. >> or people would say, the affect of trump's election continues. and whether or not it has a linear affect, it's clear that the relationship between the u.s., canada, and mexico will be one of the most contentious things of the next couple of weeks. >> and we're going to get to more on trudeau, by the way. they'll blame everything on trump and tariffs. let's be clear, justin trudeau has been in trouble for a long time. >> was it freeland who stepped down last month. >> chrystia freeland stepped by. luckily, i have a canadian cousin. he fills me in on canadian politics. we'll hit all of that and more over the next hour, but let's start with a fight over tariffs. this fight not on capitol hill, but kind of in the media. trump denying a "washington post" report that he will scale back his planned tariff policy. now, "the

he's set to give the opening keynote monday night. is likely to introduce ai chips for pcs at the show. at that keynote event and the stock gained 182% over the past year and making it the count down closers 2025 pick. joining us is key advisers cofounder and it's out with the old and in with the old. so-called old was this incredible run for nvidia and you say pile in again. >> it was up to a 9% possession in this name because one of the main reasons is this was the most important stock in the market due to the waiting in the indexes and if you think the market will go up, which we are coming into the start of this year bullish, we don't think it's going to get there without nvidia hitting new highs. it's been a tough market and very narrow and staying with strength and it's another great example it's been a good name and strong keeps getting stronger. liz: gain of 3% at this hour and anything concern you? listen, we talked to jenson wong and his most recent earnings report and he was here to say once he gets supply versus demand, th

and of course, we're all waiting for nvidia ceo jensen wong's keynote out in vegas later on today.here's a lot of stuff going on. you get the idea. ai is kicking off 2025 on a very strong note, kelly. >> dom, thanks very much. >>> the chips are one of the catalysts for the markets today. there's also that "washington post" report earlier that tariffs could be paired back or universal than trump said on the campaign trail but the president-elect since called that report fake news. both of my next guests agree whatever happens on the tariff front will have major consequences for stocks, bonds and currencies. welcome to you both. john, i'll start with you. it's kind of a weird thing where whatever you think of the direction of tariff policy -- the way that i see it, i see more analysts warming up to the idea that that might be a useful tool for the u.s. in the long run, but in the very short run markets still want nothing to do with it. >> right. today obviously fits into that mold of it will be confusing. it will probably be confusing implemented second half of the year. probably aff